MFS
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Miller Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Miller Financial Services’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.64M Sell
16,485
-356
-2% -$35.3K 2.08% 12
2025
Q1 		$1.67M Sell
16,841
-89,381
-84% -$8.84M 2.39% 9
2024
Q4 		$10.3M Buy
+106,222
New +$10.3M 8.69% 1